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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| REH Wealth Advisors LLC
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|---|---|
| CRD # | 153826 |
| SEC # | 801-131406 |
| CIK # | |
| AUM | $99.8 M (2025-02-17) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 909-518-2134 |
| Address | 8384 Six Forks Raleigh, NC 27615 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 8.4 |
| (b) Individuals (high net worth individuals) | 33 | 88.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.8 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 214 | 99.8 |
| By Discretionary | ||
| Discretionary | 189 | 95.5 |
| Non-Discretionary | 25 | 4.2 |
| Total | 214 | 99.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 99.6 | |
| Total | 214 | 99.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kennondale Capital Management LLC
✚
|
VA | 0.1 |
|
Degreen Private Wealth LLC
✚
|
AZ | 0.1 |
|
Investor's Advantage LLC
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|
0.1 | |
|
AG Global Advisors LLC
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|
0.1 | |
|
Revolution Partners LLC
✚
|
0.1 | |
|
FRA Wealth Management LLC
✚
|
IL | 0.1 |
|
Stonebriar Wealth LLC
✚
|
UT | 0.1 |
|
Healthview Asset Management Inc
✚
|
PA | 0.1 |
|
Account Management LLC
✚
|
0.1 | |
|
Captial Advisor Network
✚
|
IN | 0.1 |